HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$248K
3
+$248K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$214K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$209K

Top Sells

1
+$297K
2
+$225K
3
+$183K
4
AVGO icon
Broadcom
AVGO
+$160K
5
FDX icon
FedEx
FDX
+$148K

Sector Composition

1 Consumer Staples 33.64%
2 Industrials 19.71%
3 Consumer Discretionary 7.55%
4 Technology 6.79%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3.48K ﹤0.01%
111
+75
977
$3.46K ﹤0.01%
1,531
-1
978
$3.45K ﹤0.01%
75
979
$3.42K ﹤0.01%
25
-3
980
$3.4K ﹤0.01%
42
-5
981
$3.39K ﹤0.01%
100
982
$3.38K ﹤0.01%
+22
983
$3.37K ﹤0.01%
36
984
$3.37K ﹤0.01%
40
985
$3.37K ﹤0.01%
58
+5
986
$3.31K ﹤0.01%
728
-650
987
$3.27K ﹤0.01%
28
-2
988
$3.27K ﹤0.01%
104
+8
989
$3.26K ﹤0.01%
13
+2
990
$3.19K ﹤0.01%
101
991
$3.18K ﹤0.01%
186
-151
992
$3.17K ﹤0.01%
232
+99
993
$3.16K ﹤0.01%
76
-4
994
$3.16K ﹤0.01%
82
995
$3.12K ﹤0.01%
57
+11
996
$3.08K ﹤0.01%
90
997
$3.07K ﹤0.01%
+191
998
$3.04K ﹤0.01%
19
999
$3.04K ﹤0.01%
131
-3
1000
$3.03K ﹤0.01%
83
38 39
40
41 42